Morey & Quinn Wealth Partners, LLC First Tr Large Cap Value Transaction History
Morey & Quinn Wealth Partners, LLC
- $136 Billion
- Q3 2025
A detailed history of Morey & Quinn Wealth Partners, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Morey & Quinn Wealth Partners, LLC holds 7,650 shares of FTA stock, worth $639,922. This represents 0.47% of its overall portfolio holdings.
Number of Shares
7,650
Previous 7,650
-0.0%
Holding current value
$639,922
Previous $602 Million
5.97%
% of portfolio
0.47%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
227Shares Held
10.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.05MShares$172 Million0.01% of portfolio
-
Ubs Group Ag969KShares$81.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC924KShares$77.3 Million0.02% of portfolio
-
Envestnet Asset Management Inc407KShares$34 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC346KShares$29 Million0.0% of portfolio